Welcome to our HelpCenter. How can we assist you? Welcome to our HelpCenter. How can we assist you?

Welcome to our HelpCenter. How can we assist you?

Welcome to our HelpCenter. How can we assist you? Welcome to our HelpCenter. How can we assist you?
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105 results for "Service Guides"

How to Add Steps in Service Guides
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required. Click Save Changes. The step is added to the guide and will appear as a numbered step on the associate dashboard
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How to Add a Service Guide in Workflow
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clear name for the guide (e.g., "New Account Opening", "Mortgage Pre-Approval"). In the Service Guide Description field
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How to Edit an Existing Service Guide
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Workflow, then select Service Guides. Locate the guide you want to update. Use the Find service guides… search bar or the
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Vertical or Horizontal View of Service Guides
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associates Additional clicks if guide has many steps Not ideal for “reference-style” guides ✅ Best Practical Uses (Horizontal)
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Service Guides: Standardizing Excellence at the Moment of Service
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What Are Service Guides? Service Guides are structured, step-by-step guides shown to associates during live service interactions
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How to Connect Services or Advanced Rules in a Service Guide
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Connected Services section and expand it by clicking on it. Click Add Service and select one or more services from the
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How to Use Service Guides from within the Queue
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up check this article. Repeat for all steps in the guide until every step is marked complete. Once all required
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How to Remove Steps in Service Guides
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Click Save Changes. The step is permanently removed from the guide. Note: Deleting a step cannot be undone — if you need
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How to Delete an Existing Service Guide
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confirmation dialog will appear showing the guide name and any Connected Services that will be unlinked. Review carefully before
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How to Add Data Collection Fields in Service Guides
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visit directly from the Service Guide — such as identification details, loan amounts, or any other service-specific data. The
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